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Drive Team Excellence with Microsoft Dynamics 365 Sales Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Sales Training through Edstellar, a premier…

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Sales Training through Edstellar, a premier Microsoft Dynamics 365 Sales training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Microsoft Dynamics 365 Sales group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Microsoft Dynamics 365 Sales is a powerful CRM tool designed to streamline sales processes, enhance customer relationships, and drive revenue growth through its advanced features and AI-driven insights. Organizations require this tool to efficiently manage leads and opportunities, automate sales tasks, and gain valuable analytics for informed decision-making, ultimately improving sales performance and customer satisfaction. Microsoft Dynamics 365 Sales training course ensures employees can fully leverage its capabilities to optimize sales operations and achieve business objectives.

Edstellar’s instructor-led Microsoft Dynamics 365 Sales training course offers in-depth, hands-on training delivered by industry experts. The course is provided in virtual/onsite sessions tailored to meet your organization’s unique needs. The course includes practical exercises, a customizable curriculum, and instruction from seasoned experts with years of experience in the domain.

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What Will You Learn?

  • Implement automation for repetitive sales tasks to increase productivity and reduce manual effort
  • Analyze sales data to identify trends, forecast sales, and make informed decisions to drive revenue growth
  • Apply sales strategies using Dynamics 365 features to optimize sales processes and close deals effectively
  • Optimize customer interactions by leveraging Dynamics 365 capabilities to deliver personalized experiences
  • Develop customized sales workflows that align with specific business needs and improve operational efficiency

Course Curriculum

Set up and Configure Dynamics 365 Sales
1.Introduction *Overview of Dynamics 365 Sales *Importance of configuration *Key features and benefits 2.Set up and configure the application *Installation and setup process *Initial configuration steps *Setting up user accounts and preferences 3.Use customization options *Customizing forms and fields *Creating custom entities *Customizing views and dashboards 4.Set up security roles *Defining security roles and permissions *Assigning security roles to users *Managing user access and data security

Manage Leads with Dynamics 365 Sales
1.Dynamics 365 leads overview *Introduction to lead management *Benefits of using Dynamics 365 for leads *Lead management lifecycle 2.Create Dynamics 365 leads *Manual lead creation *Importing leads from external sources *Lead qualification criteria 3.Lead management lifecycle *Tracking lead status and progress *Nurturing leads through the sales process *Converting leads to opportunities 4.Lead qualification *Lead scoring and prioritization *Automating lead qualification

Manage Opportunities with Dynamics 365 Sales
1.Dynamics 365 opportunity overview *Introduction to opportunity management *Benefits of managing opportunities in Dynamics 365 *Opportunity lifecycle 2.Create Dynamics 365 opportunities *Manual opportunity creation *Converting leads to opportunities *Opportunity management best practices 3.Account and team selling *Collaborative selling techniques *Managing accounts and contacts *Assigning opportunities to team members 4.Opportunity management lifecycle *Tracking opportunity stages *Updating opportunity records *Closing opportunities successfully

Work with Dynamics 365 Sales Insights
1.Sales insights configuration overview *Introduction to sales insights *Configuring sales insights features *Benefits of using sales insights 2.Create insight cards with assistant studio *Overview of assistant studio *Creating and customizing insight cards *Using insight cards to improve sales performance 3.Work with assistant studio *Navigating the assistant studio interface *Configuring productivity intelligence *Creating and managing workflows 4.Configure productivity intelligence *Setting up productivity metrics *Analyzing sales performance data *Optimizing sales processes 5.Configure relationship insights *Introduction to relationship insights *Setting up relationship analytics *Using insights to enhance customer relationships 6.Configure predictive models *Overview of predictive modeling *Creating and deploying predictive models *Using predictive models to forecast sales

Manage and Organize Product catalog with Dynamics 365 Sales
1.Dynamics 365 product catalog overview *Introduction to product catalog management *Benefits of a well-organized product catalog *Product catalog features in Dynamics 365 2.Currencies and currency management *Setting up currencies *Managing currency conversions *Using multiple currencies in sales transactions 3.Define products *Creating product records *Organizing products into categories *Managing product details and descriptions 4.Product families *Introduction to product families *Creating and managing product families *Using product families to streamline sales 5.Price lists *Creating and managing price-lists *Assigning price lists to products *Using price lists in sales transactions 6.Product catalog settings *Configuring product catalog settings *Customizing product attributes *Managing product lifecycle stages

Process Sales Orders with Dynamics 365 Sales
1.Sales order processing overview *Introduction to sales order processing *Benefits of using Dynamics 365 for order processing *Sales order lifecycle 2.Quotes and quote management *Creating and managing quotes *Converting quotes to orders 3.Orders and invoices *Creating and processing sales orders *Generating invoices from orders *Managing order fulfillment and billing

Manage Relationships with Relationship Selling in Dynamics 365 Sales
1.Overview *Introduction to relationship selling *Benefits of relationship selling *Key features of Dynamics 365 relationship selling 2.Sales accelerator *Overview of the sales accelerator *Using the sales accelerator to manage sales activities *Configuring sales accelerator settings 3.Manage relationship health with sales insights *Tracking relationship health metrics *Using sales insights to improve relationships 4.Sales navigator *Introduction to sales navigator *Integrating sales navigator with Dynamics 365 *Using a sales navigator to enhance sales efforts

Analyze Dynamics 365 Sales Data
1.Analytical options overview *Introduction to sales data analysis *Benefits of analyzing sales data *Analytical tools in Dynamics 365 2.Search tools *Using search tools to find sales data *Advanced search techniques *Saving and managing search queries 3.Out-of-box tools *Overview of out-of-box analytical tools *Using built-in reports and dashboards *Customizing out-of-box tools for specific needs 4.Power BI *Introduction to Power BI *Integrating Power BI with Dynamics 365 *Creating and sharing Power BI reports 5.Use Power BI templates *Overview of Power BI templates *Customizing and deploying templates

Define and Track Individual Goals in Dynamics 365 Sales and Customer Service
1.Overview of goals *Introduction to goal management *Benefits of setting individual goals *Goal tracking features in Dynamics 365 2.Defining individual goals *Creating and setting up individual goals *Assigning goals to team members *Tracking progress towards goals 3.Parent and child goals *Introduction to parent and child goals *Creating and managing goal hierarchies *Tracking performance against parent and child goals

Use Goal Metrics in Dynamics 365 Sales and Customer Service
1.Overview *Introduction to goal metrics *Benefits of using goal metrics *Key goal metrics features in Dynamics 365 2.Fiscal year settings *Configuring fiscal year settings *Managing fiscal periods and settings *Aligning goals with fiscal years 3.Goal metrics *Creating and managing goal metrics *Using goal metrics to measure performance

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